Whalen Wealth Management Inc. Simpl Exch Traded Fds Sht Term Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 160,129 shares of TUA stock, worth $0. This represents 2.05% of its overall portfolio holdings.

Number of Shares
160,129
Previous 52,336 205.96%
Holding current value
$0
Previous $1.15 Billion 203.74%
% of portfolio
2.05%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
107,793 Added 205.96%
160,129 $3.5 Billion
Q2 2025

Aug 04, 2025
BUY
N/A
52,336 New
52,336 $1.15 Billion

Others Institutions Holding TUA

# of Institutions
95
Shares Held
18.9M
Call Options Held
87.7K
Put Options Held
0
View Full List

About SIMPL EXCH TRADED FDS SHT TERM

TUA Quotes by TradingView
  • Ticker TUA
More about TUA
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email